See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,443 | $99,877-32.5% | $84,966-20.6% | $145,922-53.8% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 9.59% | 83.76%-74.2pp | 66.38%-56.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,469 | $3,231-54.5% | $2,727-46.1% | $4,660-68.5% |
| Participant deferral / active EE | $9,085 | $5,291+71.7% | $4,519+101.0% | $6,688+35.8% |
| Admin fee / account holder | $724 | $7,248-90.0% | $6,149-88.2% | $13,397-94.6% |